Track personal investments with a Claude-built portfolio tracker

The poster built a personal portfolio tracker with Claude that tracks SIPs and lump sums using money-weighted returns, and helps with research.

What They Did

The poster first worked out their allocation logic in Excel, then used Claude on the web to turn it into a PWA/HTML portfolio tracker that runs on laptop and phone. The app has balanced and correction modes, allocates SIP and lump-sum money to underweight holdings versus target bands, and uses a ranked dividend bucket; the poster still enters portfolio data manually.

How It Went

They say the tracker now works for their long-term investing process and shared a live demo plus a video, but it was still using static manual entries with no broker sync. They had not integrated Kite or broker APIs, partly because Kite API would cost about ₹2,000.

Worth Knowing

It took about a week overall, with 2–3 days to turn the Excel-based logic into a PWA after the allocation structure was figured out.